DMC Software

ACT! 2007 Conversion Training Course

This is a specific course to make you familiar with the differences between the new ACT! Professional Software and the previous versions of ACT! (ACT!2000 (version 5.x) & ACT!6 (version 6.x)

9:30 - 1:00

  • Familiarisation with the new screen views of ACT! Professional
  • The New Database structure (from DBF to SQL)
  • New security levels
  • The new Product List for Opportunities
  • Improved Group Organisation
  • Addition of Company records
  • New Field types
  • Single click export feature
  • Management of teams
  • More Default Reports
  • New Report editor
  • Single Document Interface

1:45 -  3:30

Activities and Calendar views:

  • Calendar access
  • Outlook calendar integration
  • Activity types
  • New Activity types
  • Activity Resources
  • Work Week Calendar view

Lookup Features:

  • New lookup displays
  • New Advanced Query editor

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ACT! Premium

ACT! by Sage 2007


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